Brian's Integration and Automation Notes
  • Welcome!
  • Allow Me to Brag a Bit
  • About
  • Integrations
    • ConnectWise Home
      • Authentication
      • API Documentation
  • Automations
    • Teams Notifications Azure Bot
      • Acknowledgement
      • Considerations
      • The Basics/Getting Started
        • Create a Response Handler Workflow in Rewst
        • Getting the IDs from Teams
      • Two Stage Message Process
        • Formatting the Initial Message
        • Getting the Message IDs
        • Formatting the Message Update
      • Formatting Action Buttons
        • Approve/Deny
        • Assign Resource to Ticket
      • Working with the Responses
      • System Incident/Maintance Notifications
        • Admitting Defeat on the Database
        • The Workflow Structure
      • Resources
    • Automated GitHub/GitBook Update Notifications
      • Prerequisites
      • 1. Set up a Basic Workflow
      • 2. Fork the GitHub Repository
      • 3. Set up Automatic Updates
      • 4. Set up notifications in GitHub
      • 5. Set up Remaining Workflow Actions
  • ConnectWise PSA Actions
    • About
    • Assigning Resources to Tickets
    • Ticket Assignment Note
    • Unbundle Ticket
    • Sales Activity Assignment Note
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  1. ConnectWise PSA Actions

About

Here I'm going to document the various RAILS actions and a few API calls that are less obvious that I've utilized in workflows for reference later.

NOTE: All payloads will be built as if they are being referred to in Rewst. Please modify for your RPA

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Last updated 5 months ago